FPA Member Benefits
Put the Power of Our Association to Work for You

Become a Member

FPA – the Heart of Financial Planning™ 
The community that brings together those who deliver, support, and benefit from financial planning.

The primary aim of the Financial Planning Association (FPA) is to foster the value of financial planning and advance the financial planning profession for our members and the community. FPA welcomes all who embrace and advance the financial planning process.

The Financial Planning Association, a member-driven organization, has approximately 30,000 CFP® professionals, financial planners, specialists, and organizations working together to advance the financial planning process. The FPA is a recognized international organization of financial professionals, and it is the strongest collective voice in the history of our profession.

Your membership in the FPA of Puget Sound Chapter is an affirmation of your commitment to your professional community. Make a difference, become a member and get involved today! 

Become Part of the FPA Professional Community: Members of FPA National and the Puget Sound Chapter have access to great resources for interaction and idea-sharing among colleagues. They also have numerous opportunities in which to share and solve the challenges that financial planners face on a daily basis. Meet thought leaders and influencers and kickstart your networking at FPA events.

Enhance Your Knowledge & Career: Education is the cornerstone of FPA. Your effectiveness as a financial planning professional will be enhanced through a variety of learning formats. Each professional development opportunity is designed to provide new thinking and new strategies that promote current best practices.

Make a Difference: Whether you choose to get involved to gain leadership experience, increase your exposure in the Financial Planning Industry, or give back to the profession, you will find a meaningful way to participate in the FPA community.

Enjoy the Camaraderie: Learning can be fun through FPA’s numerous national and local events held each year that bring you together with other members. The point of gathering together is simple – to learn from one another, forge valuable business relationships, and have fun in the process. 

Become a Member

Puget Sound Chapter Member Benefits:

  • Connect and engage with local peers online through the Member Center
  • Receive the monthly NewsFlash, our online publication for financial planning professionals, that provides many resources and links to member benefits
  • Post open job positions on the FPA of Puget Sound Job Board at no charge
  • Attend local Educational and Networking Events (opportunities for CFP® CE credits)
    • FPA of Puget Sound Annual Symposium: The Symposium is a full day of multi-track educational opportunities held at the Washington State Convention Center in the Spring. FPA typically has more than ten speakers, all recognized in their fields. It is a must-attend event for financial professionals.
    • Chapter Meetings: FPA holds educational meetings in the Spring and the Fall with relevant speakers on current topics of interest.
    • September Ethics Meeting: This is one of our most popular events as it helps certified financial planners earn mandatory CFP® ethics CE credits.
    • Russell Investments Breakfast: This is an educational event hosted at the Russell Investments Tower in Downtown Seattle. Not only do you get to gain new knowledge, but you get to have a great experience in a downtown highrise. 
  • Local NexGen Events
    • FPA hosts several local networking happy hours.
    • FPA also likes to mix it up and have casual networking activities e.g. Seattle Mariners games
  • Community Outreach and Pro-Bono Planning Opportunities
    • Cents Program: This is an opportunity to help families dealing with a serious cancer diagnosis.
    • Financial Planning for Veterans:  FPA helps match Pro Bono Planners with Military Veterans to deliver free “no strings attached” financial planning information and education.
    • Seattle Times Make Over Opportunities

FPA National Member Benefits: